PlanPlus Global Press Releases & Coverage

Keep up with PlanPlus Global media publications and mentions regarding our breakthrough risk-profiling and financial advice tools.

Suitability - FinaMetric Profiler

PlanPlus Global Launches “Next-Generation” Risk Assessment Software, SuitabilityPro™: FinaMetrica Profiler

PlanPlus Global today announces the launch of SuitabilityPro™: FinaMetrica Profiler – a new higher standard in assessing and evidencing the suitability of mapping investment products and services to people’s needs. FinaMetrica Profiler has been in development since August 2017, when PlanPlus, renowned for its financial planning software, and FinaMetrica, the world leader in risk tolerance…

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Risk Profiling & Investment Proposal

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SuitabilityPro™: ProTracker and SuitabilityPro™: ProPlanner will also be available for trial soon.

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